The analyst discusses ETHUSD, noting it's moving higher and following the Global M2. There is a possibility of turbulence in the second half of August, but the general trend is upward. DOGEUSD is also analyzed, suggesting it is having a nice move up and could turn bullish. However, the analyst stated that to continue its bullish trend, both the Russell 2000 and ETH need to be over the all-time high, and is building a case that we need the two events to happen together. BTC's halving cycle is mentioned to emphasize a need to be careful with predictions.